Variance Reporting with Vena Reports
Variance Reporting with Vena Reports Variance reporting is a core function of any finance team helping stakeholders understand how actual performance compares to budgets and forecasts. With Vena Reports, you can create dynamic, Excel-based variance reports that bring clarity, consistency, and drill-down capability to your planning process. This guide walks you through how to build…
How to Build and Maintain Rolling Forecasts in Vena
How to Build and Maintain Rolling Forecasts in Vena Meta Description: Learn how to implement rolling forecasts in Vena to improve agility, accuracy, and continuous planning across your organization. Slug: vena-rolling-forecasts-best-practices Focus Keyphrase: rolling forecasts in Vena Tags: Vena Solutions, rolling forecast, financial planning, Excel forecasting, FP&A Traditional annual budgets quickly become outdated. Rolling forecasts,…
Setting Up Approval Workflows in Vena for Budgeting and Forecasting
Setting Up Approval Workflows in Vena for Budgeting and Forecasting Vena’s Workflow feature helps finance teams guide users through planning processes from data entry to approvals, while maintaining visibility and accountability. This article shows how to set up a simple approval workflow for budgeting or forecasting cycles. Step 1: Plan Your Workflow Structure Start by…
Best Practices for Version Control in Vena
Best Practices for Version Control in Vena Version control is one of the most powerful tools in Vena for maintaining structure, clarity, and accuracy across budgeting and forecasting cycles. By organizing data into distinct “versions,” finance teams can manage multiple iterations of plans, lock historical submissions, and perform meaningful variance analysis without confusion. Whether you’re…
Best Practices for Building a Driver-Based Budgeting Model in Vena
Best Practices for Building a Driver-Based Budgeting Model in Vena Best Practices for Building a Driver-Based Budgeting Model in Vena Driver-based budgeting helps organizations create more accurate, scalable forecasts by linking key business drivers—like headcount, units sold, or production volume—to financial outcomes. With Vena, you can build a dynamic budgeting model that updates automatically as…